Mills Financial Group (MFG) manages investment portfolios based on each client's individual needs and goals. MFG also provides consulting services for business owners, including help with financing, cash flow, and key performance indicators. MFG offers public speaking services and publishes an investment newsletter.
Assets Under Management$130K
Clients8
Advisors1
Avg. per Client$16K
Avg. per Advisor$130K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K+ | 0.25% |
Fees are negotiable. Clients receive a free subscription to the MFG newsletter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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